QUAL icon

iShares MSCI USA Quality Factor ETF

1,039 hedge funds and large institutions have $27B invested in iShares MSCI USA Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 334 increasing their positions, 448 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+40
Holders Change %
+4%
% of All Funds
16.57%
Holding in Top 10
185
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.78%
% of All Funds
2.95%
New
110
Increased
334
Reduced
448
Closed
55
Calls
$3.72M
Puts
$3.18M
Net Calls
+$538K
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
701
Mission Wealth Management
California
$537K +$39.9K +303 +8%
IRC
702
Investors Research Corp
Georgia
$537K +$8.7K +66 +2%
WSWA
703
Warren Street Wealth Advisors
California
$535K -$10.5K -80 -2%
LSPW
704
Lake Street Private Wealth
Illinois
$534K -$12.7K -96 -2%
KWM
705
Kingsview Wealth Management
Oregon
$533K +$205K +1,552 +62%
LFG
706
Larson Financial Group
Missouri
$528K +$6.85K +52 +1%
CA
707
Crewe Advisors
Utah
$525K +$102K +775 +24%
BTWM
708
Baker Tilly Wealth Management
Wisconsin
$519K -$1.95M -14,800 -79%
OP
709
ORG Partners
Indiana
$514K -$7.25M -55,017 -93%
HNB
710
Huntington National Bank
Ohio
$510K -$468K
PFA
711
Pinnacle Family Advisors
Missouri
$509K -$104K -789 -17%
GIM
712
Goelzer Investment Management
Indiana
$509K
SFA
713
Sequoia Financial Advisors
Ohio
$509K +$22.8K +173 +5%
GFA
714
Gallagher Fiduciary Advisors
Illinois
$506K +$47.3K +359 +10%
BTW
715
Boston Trust Walden
Massachusetts
$506K
NCM
716
NCM Capital Management
New Jersey
$506K
WLIM
717
White Lighthouse Investment Management
Massachusetts
$505K -$39.3K -298 -7%
SPWM
718
Schrum Private Wealth Management
Florida
$504K -$30.2K -229 -6%
FT
719
Fiduciary Trust
Massachusetts
$494K +$145K +1,097 +41%
YWS
720
Yarger Wealth Strategies
Ohio
$492K
TA
721
TrueWealth Advisors
Alabama
$491K -$104K -787 -17%
Kovitz Investment Group Partners
722
Kovitz Investment Group Partners
Illinois
$487K
G
723
GenTrust
Florida
$481K
MW
724
MBL Wealth
North Carolina
$478K
HS
725
Horan Securities
United States
$478K